Premier Path Wealth Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Premier Path Wealth Partners’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.47M	Buy	49,922 +10,278	+26%	+$679K	0.4%	62
2026 Q1	$2.39M	Sell	39,644 -6,085	-13%	-$370K	0.31%	73
2025 Q4	$2.61M	Sell	45,729 -2,621	-5%	-$148K	0.34%	66
2025 Q3	$2.73M	Buy	48,350 +2,266	+5%	+$125K	0.35%	62
2025 Q2	$2.4M	Buy	46,084 +1,405	+3%	+$69.2K	0.33%	68
2025 Q1	$2.24M	Buy	44,679 +3,636	+9%	+$194K	0.35%	67
2024 Q4	$2.24M	Buy	41,043 +1,303	+3%	+$73.5K	0.34%	67
2024 Q3	$2.19M	Buy	39,740 +2,055	+5%	+$112K	0.34%	68
2024 Q2	$1.97M	Buy	37,685 +2,134	+6%	+$116K	0.34%	72
2024 Q1	$2.02M	Buy	35,551 +8,132	+30%	+$435K	0.38%	67
2023 Q4	$1.5M	Buy	+27,419	New	+$1.34M	0.33%	68

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Premier Path Wealth Partners's XSVM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 26% in Q2 2026, buying an estimated $679K and bringing the position to 49,922 shares worth $3.47M. The position accounts for 0.4% of the portfolio, ranked #62.

Premier Path Wealth Partners first reported a position in XSVM in Q4 2023 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Premier Path Wealth Partners held 49,922 shares of Invesco S&P SmallCap Value with Momentum ETF worth $3.47M as of Q2 2026.
Premier Path Wealth Partners bought 10,278 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $679K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.4% of Premier Path Wealth Partners's portfolio in Q2 2026, its #62 holding.
Premier Path Wealth Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 11 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.